SPECIFICATION A. E. M 14-005.pdf

SPECIFICATION A. E. M 14-005

INTRODUCTION

This specification is intended to provide a general description, together with certain specifically detailed requirements, for the pickup of used transit bus brake shoe and lining assemblies, rehabilitation of the assemblies and delivery of the rehabilitated assemblies as required by the Massachusetts Bay Transportation Authority (MBTA).

It is the intention of this specification to provide for rehabilitated drum brake shoe and lining assemblies that are substantial and durable in all respects.

The Authority’s history with rehabilitated drum brake shoe and lining assemblies previously furnished by each bidder will also be considered in evaluation of the proposals received.

In addition, when requested in writing by the MBTA, new and unused brake shoes shall be furnished and used to build brake shoe and lining assemblies. The procedure used to put together new brake shoe and lining assemblies shall be the same as the procedure used to put together rehabilitated used brake shoe and lining assemblies, except that rehabilitation is not required for the new brake shoe.

SECTION 1.0

SCOPE

1.1 This specification is established for the following:

1.1.1 Used MBTA Transit Bus Drum Brake Shoes having linings attached shall be:

cleaned disassembled re-cleaned inspected shoes passing inspection shall be:

refinished rehabilitated (Furnish and install new roller shafts, rollers, c-clips, o-rings, anchor pin bushings, grease, linings, and fasteners.)

1.1.2 The contractor shall be responsible for obtaining and familiarizing* themselves with MBTA Used Transit Bus Drum Brake Shoe and Lining Assemblies. The contractor shall ensure that all aspects affecting the cost of the work specified are evaluated. There shall be no additional cost to the MBTA.

*This shall include, but not be limited to, the following:

- MSDSs for the brake linings

- warning and hazard information for the brake linings

- MSDSs for the paint on the brake shoes

- warning and hazard information for the paint on the brake shoes

- applicable OSHA, NIOSH, MSHA and EPA Regulations

- OEM brake shoe specifications

- OEM parts for rehabilitation

- linings shown in Attachment One

- OEM part installation requirements

1.1.3 The contractor shall complete all work at a site that provides for compliance with pick up and delivery time limits. The contractor shall pick up and deliver the drum brake shoe and lining assemblies from the MBTA Garages. The days and times for deliveries and pick ups shall be mutually agreed to by the contractor and MBTA.

1.1.4 The contractor shall be responsible for proper disposal of linings, dirt, fasteners, bushings, rollers, roller shafts, c-clips, o-rings, debris, grease, oil, paint, etc. removed from the used brake shoe and lining assemblies.

1.1.5 When requested in writing by the MBTA, the contractor shall furnish new

OEM brake shoes as well as furnish and install new roller shafts, rollers, c-clips, o-rings, anchor pin bushings, grease, linings, and fasteners. The new transit bus drum brake shoe and lining assemblies shall be built with the same parts and procedure carried out for used MBTA transit bus drum brake shoe and lining assemblies.

1.2 Completion Schedule

1.2.1 It is critical that the contractor have the materials and manpower to pick up the brake shoe and lining assemblies, complete the work specified and deliver the rehabilitated brake shoe and lining assemblies to the MBTA within five (5) working days. The contractor shall provide a written statement on compliance with this requirement with their bid.

1.2.2 It is critical that the contractor have the materials and manpower to build new brake shoe and lining assemblies and deliver the new brake shoe and lining assemblies to the MBTA within twenty (20) working days. The contractor shall provide a written statement on compliance with this requirement with their bid.

SECTION 2.0

GENERAL REQUIREMENTS

2.1 Descriptive Brochures & Specifications

The bidder is to furnish with the bid:

2.1.1 A complete description of and detailed specifications for the proposed disassembly, cleaning, inspection, re-cleaning, refinishing and rehabilitation procedures.

2.1.2 Descriptive brochures and detailed specifications for the proposed paint.

2.1.3 Comprehensive, detailed bills of materials to be furnished and installed during the rehabilitation of the brake shoes for each bus. As a minimum, this listing is to include the manufacturer, part number and description.

Statements of specification compliance are not acceptable.

2.1.4 A complete description of the proposed new brake shoes for each bus.

2.1.5 A complete description of their company. This shall include location, a listing of facilities, vehicles, specialty tools and all personnel to be utilized for this contract and their relevant experience, invitation for bid (IFB) Section 7 Pre-Award Evaluation Data and the information listed in Section

2. This shall include, but not be limited to:

- a letter indicating the current standing of the company and available credit from the financial institutions with which the bidder conducts business.

- engineering capabilities

- manufacturing capabilities

- quality management system

2.1.6 The location of the bidder's facility.

2.1.7 The information and statements of compliance requested in this

Specification. This information shall be in the same sequence as the specification to provide for ease of comparison.

2.1.8 An insurance binder for their company. This binder shall list the MBTA as the certificate holder.

2.1.9 If applicable, a statement on the use of subcontractors and the scope of their involvement. The bidder shall provide all information requested in this Specification for the "contractor or bidder" for each subcontractor.

2.1.10 A list of any exceptions to Specification Requirements. Adequate support data to allow the Authority to determine the acceptability of the exception and/or equal MUST be submitted. If exceptions are not applicable, then a statement to that effect shall be submitted.

The MBTA reserves the right to request information and/or require questions to be answered on a bid. The vendor shall provide all requested information and/or answers to the MBTA as quickly as possible. Failure to provide this information within five (5) working days shall deem a bid non-responsive.

2.2 The bidder shall be prepared to pick up and clean, disassemble, re-clean, inspect, refinish, and rehabilitate one (1) axle set of each type of brake shoe and lining assembly, total of six (6) axle sets of assemblies, immediately upon the request of the MBTA. These samples shall be submitted prior to the award of the purchase order. The samples should be picked up and delivered to the following address:

MBTA Engineering

Bus Maintenance and Engineering 21 Arlington Ave., Bldg. # 6 Charlestown, MA 02129

The bidder shall telephone the Superintendent of Engineering at 617-222-5132 to coordinate pick up and delivery of the samples.

Failure to pick up used brake shoe and lining assemblies, rehabilitate and deliver these samples in timely fashion shall result with the bidder’s bid being deemed nonresponsive.

The MBTA shall use the samples to

- inspect the finish and rehabilitation proposed by the bidder

- install assemblies on buses to check fit up

- operate assemblies on buses to check performance

The MBTA reserves the right to determine whether the samples fulfill specification requirements for the above items.

If all the samples are found to be acceptable, then the contractor shall submit an invoice having pricing that matches their bid. If any of the samples are found not to be acceptable, then payment shall not be made, and the bid shall be deemed non-responsive.

The bidder shall be responsible for all processing and shipping.

2.3 Compliance: The Massachusetts Bay Transportation Authority reserves the right to determine whether the rehabilitated brake shoe and lining assemblies and new brake shoe and lining assemblies supplied by any bidder complies with these specifications and the decision made shall be final. Should the assemblies delivered fail to meet this specification, except with the specific prior approval of the Authority, the Authority may demand that the contractor pick up and redo the rehabilitation of brake shoe and lining assemblies and/or new brake shoe and lining assemblies at his/her expense. In addition, the MBTA may cancel this contract as to further deliveries. Uniformity of product is of vital importance to the Authority.

2.4 Performance of Contractor: The Authority shall also have the right to cancel the contract upon thirty (30) days written notice to the contractor if the performance of the rehabilitated brake shoe and lining assemblies and/or new brake shoe and lining assemblies supplied by the contractor is found to be of a poorer degree than the performance quality specified in the contract, to a point where such performance quality is deemed by the Authority to be unsatisfactory.

2.5 Specification Content

The contractor shall take no advantage of any apparent error or omission in Specification Documents. In the event the Contractor discovers such an error or omission, they shall immediately notify the Authority. The Authority shall then make such corrections and interpretation as may be deemed necessary for fulfilling the intent of the Specification.

The contractor shall deliver rehabilitated brake shoe and lining assemblies and new brake shoe and lining assemblies that are complete and ready to be installed. The Authority shall not be required to supply any additional component for the assembly.

2.6 Regulation Compliance: The contractor shall ensure that the proposed process for the work specified, and training of their personnel shall comply with all applicable regulations. These regulations shall include, but not be limited to, OSHA, National Institute for Occupational Safety and Health (NIOSH), Mine Safety and Health Administration (MSHA), EPA, Federal Motor Vehicle Safety Standard Number 121, Federal Motor Carrier Safety Administration, Commonwealth of Massachusetts Department of Public Utilities, U. S. Department of Transportation (DOT) National Highway Traffic Safety Administration Regulations and Commonwealth of Massachusetts Registry of Motor Vehicles Regulations.

SECTION 3.0

REFERENCE DOCUMENTS FOR SPECIFICATION REQUIREMENTS

3.1 All items in this Specification were included to provide for materials and procedures that result in rehabilitated brake shoe and lining assemblies and new brake shoe and lining assemblies that meet, or exceed, the requirements of:

- brake shoe OEMs

- brake lining OEMs

- American Public Transit Association (APTA) standards:

o APTA BTS-SS-RP-003-07, Recommended Practice for Transit Bus Brake Shoe Rebuild o APTA BTS-SS-RP-004-07, Recommended Practice for Transit Bus Front and Rear Axle S-Cam Brake Reline

- applicable regulations

3.2 Manuals published by OEMs are listed in Section 11.3.

3.3 APTA standards are available at www.apta.com.

3.4 If applicable, vendors shall notify the MBTA of any Specification requirement that does not meet, or exceed, Section 3.1 requirements before submitting a bid. Subsequently, an addendum to the Specification that incorporates revised requirements shall be issued.

3.5 During the contract, the successful bidder shall not deviate from Specification requirements without first obtaining the written consent of the Superintendent of Engineering. Failure to obtain this consent may result in the termination of the contract.

SECTION 4.0

WARRANTY AND GUARANTEES

4.1 Warranty shall commence on the dates that each individual rehabilitated brake shoe and lining assembly and new brake shoe and lining assembly is put into service.

4.2 The contractor shall guarantee that the brake shoe and lining assemblies that are processed and rehabilitated do not have any defects that would make them unsafe to use.

4.3 The contractor shall have a warranty from defects and related defects for a minimum of thirty (30) days. Rehabilitated brake shoe and lining assemblies and new brake shoe and lining assemblies shall maintain their operational and structural integrity during the warranty period (Paint shall be covered by the warranty.). The warranty shall be based on regular operation of the coach under the operating conditions prevailing in the Authority’s locale.

4.4 Repairs by the Contractor The contractor’s representative must pick up assemblies identified as defective within twenty-four (24) hours after receiving notification from the Authority. The contractor shall reprocess the assemblies and deliver them to the MBTA within five (5) working days after receiving notification. Delays in completing reprocessing must be reported to the Authority before the five (5) working day repair period expires. Any delay requires written Authority approval.

4.5 All expenses for warranty repairs shall be borne by the contractor. This shall include

MBTA labor to remove brake shoe and lining assemblies and shipping costs. The contractor shall provide warranty claim forms to the MBTA. Claim forms completed by the MBTA shall be submitted to the contractor on a monthly, or other period mutually agreed upon. The contractor shall reimburse the MBTA within sixty (60) days of the claim form submittal.

4.6 The MBTA shall be reimbursed by the contractor for warranty repair labor. The amount shall be determined by multiplying [the number of man hours actually required to remove the brake shoe and lining assembly from the bus] by [the straight wage rate of a First Class Mechanic plus fringe benefits plus overhead = $53.86 per hour].

4.7 Fleet Defects A fleet defect is defined as cumulative failures of any kind in the same process component(s) (cleaning, inspection, paint, etc.) in the same or similar application where such items covered by warranty and such failures occur in the warranty period in the specified proportion of the rehabilitated or new brake shoe and lining assemblies delivered. The proportion shall be twenty (20%) percent.

After identification of a fleet defect, the Authority and contractor shall mutually agree to and promptly undertake and complete a work program reasonably designed to prevent the occurrence of the same defect in all other rehabilitated or brake shoe and lining assemblies. Where the specific defect can be solely attributed to particular identifiable process component(s), the work program shall include redesign of the process and reprocessing of all rehabilitated or new assemblies identified as being defective. All costs shall be borne by the contractor. This shall include MBTA labor to remove rehabilitated assemblies and shipping costs.

4.8 Written Terms of Warranty The bidder shall submit a written statement as to the terms of his warranty as part of his proposal and the extent of his compliance with the above requirements shall be taken into consideration by the Authority in evaluating the proposals received.

4.9 Arrangements for Warranty Work The Authority will consider only those proposals that include firm arrangements for all warranty work to be handled by a manufacturer's authorized service facility. The location of each bidder's service facility will be considered in the evaluation of proposals received.

4.10 The warranty shall not apply to any part or component of the brake shoe and lining assembly that has been subject to misuse, negligence, accident, or that has been repaired or altered in any way so as to adversely effect its performance or reliability, except insofar as such repairs were in accordance with recognized standards of the industry.

4.11 The successful bidder shall assume all responsibilities for the rehabilitated assemblies.

SECTION 5.0

BIDDER REQUIREMENTS

5.1 The bidders shall present evidence that they are fully competent and have the necessary facilities, equipment, vehicles, and financial resources to fulfill the conditions of this specification. This evidence shall consist of, but not be limited to, IFB Section 7 Pre- Award Data. Bidders shall indicate if items are owned, leased or under contract. The MBTA reserves the right to determine whether said items are sufficiently adequate to supply the MBTA's requirement of rehabilitated brake shoe and lining assemblies.

5.2 Experience: The contractor shall have a minimum of two years experience in the cleaning, disassembly, re-cleaning, inspection, refinishing and rehabilitation of brake shoe and lining assemblies with a transit company or transportation related industry.

Evidence of this experience shall be provided to the MBTA. The MBTA reserves the right to reject bids for which the bidder is unable to furnish evidence of the experience.

5.3 All contractor personnel shall have been trained to perform the required inspections and rehabilitation in compliance with OEM procedures and applicable regulations. Evidence of this shall be provided to the MBTA.

5.4 The contractor shall provide adequate supervision, oversight, and training to maintain strict work discipline and perform all work in full compliance with all OEM procedures, applicable laws and regulations, particularly those pertaining to occupational safety and health.

5.5 The contractor shall utilize procedures that ensure all shipments of brake shoe and lining assemblies comply with Specification requirements. Uniformity of assembly quality is of vital importance to the MBTA.

5.6 Contractor vehicles and drivers shall comply with all applicable regulations. These regulations shall include, but not be limited, to Federal Motor Vehicle, Federal Motor Carrier, Commonwealth of Massachusetts Registry of Motor Vehicles, Commonwealth of Massachusetts Department of Public Utilities, Department of Transportation (DOT) and local fire department regulations. This compliance is to include requirements for hazardous materials as specified in the DOT Hazardous Materials. The bidders shall, at the request of the MBTA, present evidence that they fully comply with the requirements of this paragraph.

5.7 The contractor shall identify, provide, and prepare all applicable permits, certificates, manifests, restriction forms and any other forms required by Federal, State and local laws, regulations to transport, safely clean, disassemble, re-clean, inspect, refinish, rehabilitate the brake shoe and lining assemblies and properly dispose of waste. If requested by the Authority, the contractor shall make these documents available for inspection. All labor, material and other costs for this work shall be included in the bid.

5.8 If the contractor or any subcontractor has been cited or under investigation for non-compliance with Federal, State, or local laws, ordinances, rules or regulations, the contractor shall notify the MBTA in writing immediately and provide suitable explanatory information. Failure to make such disclosures at the time of bidding shall be cause for rejection of the bidder’s proposal or immediate termination of the contract after award. Disclosures will be reviewed, evaluated and addressed by the MBTA with the contractor on a case-by-case basis.

5.9 The successful bidder shall assume full responsibility for all work performed and ensure that all Requirements of this Specification are fulfilled. The successful bidder shall indicate in their bid if they plan to subcontract any portion of the work required.

Subcontractors shall comply with all Specification Requirements, such as insurance, employee identification, safety training, etc.. A description of the work to be subcontracted shall also be included with their bid.

5.10 The contractor and if applicable, subcontractors shall carry and maintain, throughout the term of this Contract, including any extensions thereof, all insurance specified in the IFB.

An insurance binder shall be provided to the MBTA.

5.11 Prior to bidding, the contractor shall be responsible for familiarizing themselves with the waste, debris, paint, and linings found on the MBTA Used Brake Shoe and Lining Assemblies. If necessary, contractors may pick-up, and clean, strip and re-clean MBTA Brake Shoe and Lining Assemblies to determine the contents of the waste, debris, paint and inspect the linings. The contractor shall be responsible for the analysis of and proper disposal of the waste, debris, paint, linings, rollers, c-clips, roller shafts, anchor pin bushings, grease, O-rings, and fasteners.

In addition, the contractor shall be responsible for completing the rehabilitation and return of the rehabilitated Brake Shoe and Lining Assemblies to the MBTA.

All costs for this shall be the responsibility of the contractor. There shall be no charge to the MBTA.

5.12 The contractor shall identify, obtain, and comply with all applicable rules, regulations and brake lining/paint/shoe manufacturer requirements. This shall include, but not be limited to, applicable OSHA, NIOSH, MSHA and EPA Regulations

5.13 The contractor shall identify and utilize all applicable protective gear, such as gloves, protective clothing, safety glasses, respirators, etc., required by the Federal, State and local laws and regulations to safely handle, transport, clean and inspect the Linings and Brake Shoes. All labor, material, and other costs for these shall be included in the bid.

There shall be no additional charge to the MBTA for any of these costs.

5.14 For the successful bidder, all personnel performing work on MBTA Property shall comply with the following:

- Specification Requirements. This shall include, but not be limited to, checking in and out with the foreperson at a garage prior to and after making a delivery.

- MBTA Rules and Regulations. This shall include, but not be limited to, posted speed limits and all applicable standard operating procedures.

- they shall have a photo ID that is visible when they are on Authority Property.

- when outside their vehicle, all contractor personnel shall wear a safety vest.

This vest shall comply with ANSI/ISEA 107-2010 Class 2 (“X” stripe pattern on the back).

There shall be no additional cost to the MBTA.

5.15 Prior to submitting a bid, each prospective contractor shall (1) comply with the

Requirements of Sections 5.11, 5.12, 5.13, 5.14 (2) examine Specification Documents thoroughly, (3) become familiar with the pick up and delivery locations and conditions that may in any manner effect cost, progress or performance of the work specified, (4) familiarize themselves with the configurations of MBTA Brake Shoes, Brake Linings, Brake Shoe Paint and Brake Shoe Packaging, (5) be familiar with Federal, State and local laws, ordinances, rules and regulations that may affect the cost progress of performance of the work specified and (6) study and correlate information thus determined with the Specified Documents. Therefore, submission of a bid shall indicate that the contractor is completely and thoroughly familiar with these.

SECTION 6.0

USED MBTA TRANSIT BUS DRUM BRAKE SHOES AND LINING ASSEMBLIES

6.1 The contractor shall be responsible for obtaining and familiarizing themselves with Used MBTA Transit Bus Drum Brake Shoe and Lining Assemblies. The contractor shall ensure that all aspects affecting the cost of the cleaning, disassembly, re-cleaning, inspection, refinishing and rehabilitation are evaluated*. If required, a contractor may telephone the Superintendent of Engineering at 617-222-5132 to schedule an on-site inspection of MBTA Brake Shoe and Lining Assemblies. There shall be no additional cost to the MBTA.

*This shall include, but not be limited to, the following:

- MSDSs for the brake linings

- warning and hazard information for the brake linings

- MSDSs for paint on the brake shoes

- warning and hazard information for paint on the brake shoes

- applicable OSHA, NIOSH, MSHA and EPA regulations

- brake shoe specifications

- rehabilitation parts

6.2 The brake shoes that are picked up by the successful bidder, as part of used MBTA brake shoe and lining assemblies, shall be returned to the MBTA, as part of rehabilitated brake shoe and lining assemblies.

6.3 Brake shoe and lining assemblies will have been in service on MBTA Transit Buses for varying lengths of time.

6.4 Information on the ten (10) different OEM brake shoes currently in use on MBTA Buses is listed in this Section.

6.4.1 Neoplan Low Floor CNG Rear Brake Shoe - Neoplan Part # QL0700001-62, MAN Part # 81.50201-6218

6.4.2 2006 and 2008 New Flyer Low Floor ECD Bus and 2010 New Flyer Hybrid Articulated Bus Front Brake Shoe - New Flyer Part # 6312396NFA

2006 and 2008 New Flyer Low Floor ECD Bus and 2010 New Flyer Hybrid Articulated Bus Rear Brake Shoe - New Flyer Part # 6312399NFA

2010 New Flyer Hybrid Articulated Bus Center Brake Shoe - New Flyer Part #

6312399NFA

6.5 Information on aftermarket brake shoes currently in use on MBTA Buses is as follows:

6.6 The paint on the used brake shoes was applied on both sides by the OEM or an after market refinisher. Different types of paint have been used. The contractor shall be responsible for obtaining material safety data sheets from the OEM or aftermarket refinisher and determining removal, handling and disposal requirements for these types of paints. If necessary, the contractor can arrange to inspect used MBTA Transit Bus Brake Shoes on-site at the MBTA by telephoning the Superintendent of Engineering at 617- 222-5132. The contractor shall include the cost of inspection, removing, handling and disposing the various types of paint in their bid. There shall be no additional cost to the

MBTA.

6.7 Information on linings and lining kits (linings for one axle end) currently in use on

MBTA Buses appears in Attachment One.

6.8 The contractor shall be responsible for obtaining and becoming familiar with information on the linings installed on MBTA brake shoes. This information shall include, but not be limited to, material safety data sheets, removal, handling and disposal requirements. If necessary, the contractor can arrange to inspect used MBTA transit bus brake linings on-site at the MBTA by telephoning the Superintendent of Engineering at 617-222-5132.

6.9 The linings on the brake shoes were installed by the OEM, Palmer Spring or by the

MBTA.

6.10 The contractor shall include the cost of inspection, removing, handling, and disposing the various types of linings in their bid. There shall be no additional cost to the MBTA.

6.11 The information in this Specification was current at the time it was written. However, the information regarding linings and paint used on the brake shoes is subject to change without notice or liability. The MBTA is constantly reviewing potential new suppliers.

Therefore, the type of lining and/or paint used on the brake shoes can be changed at any time. It is the responsibility of the contractor to check each shipment of brake shoe and lining assemblies and determine if they need to obtain new MSDSs.

6.12 The contractor shall identify and utilize all applicable protective gear, such as gloves, protective clothing, safety glasses, respirators, etc., required by the Federal, State and local laws and regulations to safely handle, transport, clean and inspect the linings and brake shoes. All labor, material and other costs for these shall be included in the bid.

There shall be no additional charge to the MBTA for any of these costs.

6.13 The contractor shall exercise care when handling Brake Shoe and Lining Assemblies.

Precautions shall be taken to eliminate rough handling that could gouge, crack, break or put a hole in the Brake Shoe and Lining Assemblies.

SECTION 7.0

USED BRAKE SHOE AND LINING ASSEMBLY INSPECTION

7.1 The used brake shoes with linings riveted to them will be put into wire mesh pallets and/or wooden boxes by the MBTA. Pictures of a pallet and box appear in Section 19.7.

The pallet and/or box shall contain a mixture of different shoe and lining assemblies.

The contractor shall be responsible for identification of the shoe and lining type and sorting them. Details on pick ups and delivery of shoe and lining assemblies are discussed in Section 19.

7.2 The used brake shoe and lining assembly shall be inspected prior to removal of components. This inspection shall include examination of the lining for uneven wear.

This examination shall be included in the evaluation of the brake shoe table.

7.3 The contractor shall note any patterns or indications of problems found during these inspections. These shall be reported to the MBTA by the contractor.

SECTION 8.0

USED BRAKE SHOE AND LINING ASSEMBLY CLEANING

8.1 The contractor shall handle and clean the brake shoe and lining assemblies in strict accordance with the MSDS of the OEM and/or aftermarket vendor. Adequate supervision, oversight, and training of personnel to comply with the MSDS Requirements are the responsibility of the contractor. All required personal protective equipment shall be provided by the contractor to the appropriate personnel. There shall be no additional cost to the MBTA.

8.2 Brake shoe and lining assemblies shall be cleaned. The process shall remove all grease, oil, dirt, debris, loose rust, etc. If required, the process shall be repeated until all grease, oil, dirt, debris, loose rust, etc. is removed.

SECTION 9.0

USED BRAKE SHOE AND LINING ASSEMBLY DISASSEMBLY

9.1 The contractor shall remove the fasteners, linings, and if applicable o-rings, bushings, rollers, anchor pins, etc.

9.2 Care shall be taken when removing the lining from the shoe. The method used to remove fasteners shall not damage the fastener holes and not raise the material around the hole.

9.3 If applicable, the bushings shall be removed using the proper tools. Removal shall not damage the brake shoes.

SECTION 10.0

USED BRAKE SHOE SHOT BLASTING

10.1 After removal of fasteners, linings, and, if applicable, bushing and roller, brake shoes shall be re-cleaned. The process shall remove all grease, oil, dirt, debris, loose rust, etc..

If required, the process shall be repeated until all grease, oil, dirt, debris, loose rust, etc. is removed.

10.2 The brake shoe shall be shot blasted with glass bead no larger than S-280. The bead particle size shall be kept to a minimum. This process shall provide a brake shoe surface having a refined etched profile that does not require an excessive paint thickness to protect it. The contractor shall indicate what size bead they propose to use in their bid.

10.3 The process shall remove all rust, scale, paint and old lining material. If required, the process shall be repeated until all rust, scale, paint and lining material is removed.

10.4 A process that provides a rough, grainy texture requiring excessive paint to cover brake shoe surface profile peaks is not acceptable.

10.5 Removal of paint using a burn off oven is not acceptable.

SECTION 11.0

USED BRAKE SHOE INSPECTION

11.1 The contractor shall inspect brake shoes after shot blasting and before paint.

11.2 The contractor shall inspect 100 % of the shoes in accordance with the requirements of this Section.

11.3 The contractor shall be responsible for familiarizing themselves, training of inspection personnel and conducting the inspection of bus brake shoes in accordance with the following:

11.3.1 Where applicable, Original Equipment Manufacture’s Standards and

Recommendations. These may be obtained from:

Brake Shoe OEM Standard and Recommendation

Rear Axle for HP-1352-B Repair Manual**

Neoplan CNG, New Flyer ECD

New Flyer ECD V8 - 65L Repair Manual** Front Axle

** Available from MAN Engines and Components 591 SW 13TH Terrace Pompano Beach, FL 33069

Telephone # 800-626-2842, 954-946-9092 Web site: man-mec.com

11.3.2 Where applicable, Fraser Gauge Company Inspection Procedures. These may be obtained from:

Fraser Gauge Company

1352 Harvard Road Grosse Point, Michigan 48230

Telephone # 313-882-9192

FAX # 313-882-5254

Web Site : www.frasergauge.com

11.4 Brake shoes shall be inspected for stretch using the appropriate Fraser Gauge.

11.5 The table shall be inspected to ensure that it is flat. A straight edge shall be placed at each end of the shoe and in the middle. A feeler gauge shall be used to measure the gap between the straight edge and the table. Between the webs, the maximum allowable gap is 0.025 inch. Outside this area, the maximum allowable gap is 0.01 inch.

11.6 The brake shoe table arch shall be inspected using the appropriate Fraser Gauge.

11.7 The brake shoe bolt and rivet holes shall be inspected using the appropriate Fraser Gauge.

11.8 The brake shoe table thickness shall be inspected using the appropriate Fraser Gauge.

11.9 The web to table welds shall be inspected. Any shoe with a broken or cracked weld shall be returned to MBTA unpainted.

11.10 The distance between webs of the shoe and the distance between the ears at the ends of the shoe shall be measured. Measurements shall be checked to ensure that the maximum allowable has not been exceeded.

11.11 The anchor pins and roller seats shall be inspected for wear, out of round and flared condition. Clearance between the roller and seat shall not exceed 0.02 inch.

11.12 Shoes to be refinished shall have the geometry required for maximum brake performance and have a table that provides for proper mating of a lining.

11.13 Brake shoes that fail any of the tests in this Section, the radius test, etc., shall not be re-arched, “coined” or repaired. Also, these shoes shall not be painted.

11.14 Shoes found to have cracks, oblong holes, surface defects such as corrosion-erosion, pitting, gouge-chipping, etc., distortion and other defects that would render it unsafe shall not be refinished.

11.15 Brake shoes to be reused shall have dimensions within OEM Tolerances. The contractor shall ensure that any shoe that is refinished shall be safe for service, substantial and durable.

11.16 Shoes that are found to be defective shall not be painted. The defective shoes shall be returned to the MBTA Charlestown Garage or MBTA Everett Main Repair.

SECTION 12.0

USED BRAKE SHOE REFINSHING

12.1 Only shoes that pass all inspections shall be painted.

12.2 Brake shoes shall be painted within four (4) hours of shot blasting to prevent premature oxidation of the bare metal.

12.3 The brake shoes shall be painted black on both sides before installation of the lining. The paint shall pass the following tests:

-168 hour salt spray test in accordance with ASTM B-117 -100 hour humidity test -gasoline resistant when immersed for 1 hour at 78 o F

-crosshatch adhesion test per ASTM D 3359 -120 hours @ 100 o F immersed in SAE number 20 engine oil, NP 6200 Hydraulic Oil, NP 6050 Cutting and Tapping Oil

SECTION 13.0

NEW BRAKE SHOE AND LINING ASSEMBLIES

13.1 When requested in writing by the MBTA, the contractor shall furnish new brake shoes that shall be used to build new brake shoe and lining assemblies. The procedure used to put together new brake shoe and lining assemblies shall be the same as the procedure used to put together rehabilitated used brake shoe and lining assemblies, except that rehabilitation is not required for the new brake shoe.

13.2 The new brake shoes shall be the OEM shoes described in Section 6.4.

13.3 The linings and parts to be installed on the new brake shoes shall be identical to the linings and parts installed on the rehabilitated brake shoes. For details, please see Section 14.

SECTION 14.0

LININGS AND PARTS TO BE INSTALLED ON REFINISHED OR NEW BRAKE SHOES

14.1 All parts used for the rehabilitation of brake shoe and lining assemblies shall be the latest production version that is available and comply with the latest manufacturer parts/service manuals and revisions and bulletins as of the date that the purchase order is signed. This shall include, but not be limited to, replacement, service parts, specifications, clearances, tolerances, adjustments, setting and work standards. If any item has been superseded and/or differs from previously delivered assemblies, then the contractor shall state this in their bid, provide a written statement that it is compatible with MBTA buses in their bid, provide the latest item in the assemblies and shall and furnish and deliver documentation to the MBTA regarding these items. If applicable, part changes required for compatibility with upgrades/product improvements parts shall be identified by the contractor in their bid.

14.2 The brake shoes that are picked up by the successful bidder, as part of used MBTA brake

14.3 The successful bidder shall maintain an inventory of linings and parts to be installed on the refinished brake shoes throughout the contract. This inventory shall provide for compliance with the required turnaround time limits.

14.4 All parts, except linings, attached to the refinished brake shoes shall be replaced with new and unused OEM parts. These shall include, but not be limited to, fasteners, o-rings, bushings, c-clips, rollers, roller shafts, etc.. (In addition, the contractor shall furnish and install grease, meeting the requirements of the OEM, where necessary.) Detailed lists of the parts to be installed on each type of brake shoe shall be provided with the contractors’ bid.

14.5 New and unused linings shall be furnished and installed by the successful bidder. Only those linings listed in Attachment One to this Specification shall be utilized (Substitutions are not allowed).

14.6 All rehabilitated brake shoe and lining assemblies shall be of the same configuration.

Uniformity of part installation and configuration is of vital importance to the MBTA.

SECTION 15.0

ASSEMBLY OF REHABILITATED OR NEW BRAKE SHOE AND LININGS

15.1 The successful bidder shall build rehabilitated or new brake shoe and lining assemblies in accordance the requirements of the OEMs and this Specification.

15.2 Filler and/or shims shall not be used between linings and brake shoe tables.

15.3 Paint shall be removed from brake shoe surfaces where it interferes with the installation and/or operation of parts that contact these surfaces.

SECTION 16.0

VENDOR AND BATCH IDENTIFICATION

16.1 The successful vendor shall identify all rehabilitated or new brake shoe and lining assemblies processed by them. This identification shall be unique. In addition, a production date and batch number shall put on each shoe.

16.2 Vendor identification, etc. shall be made with an indelible, high temperature paint having a color that contrasts the black paint used on the shoe. This paint shall remain legible for the service live of the rehabilitated or new brake shoe and lining assemblies.

16.3 This identification and information shall be located on the brake shoe surface at the inside diameter. The identification used by the contractor shall be subject to the review and approval of the MBTA Superintendent of Engineering prior to processing the first shipment of brake shoes. The contractor shall contact the MBTA Superintendent of Engineering, telephone number 617-222-5132, to arrange for review of their proposed identification.

16.4 The identification and information shall be visible after all parts are installed on the shoes.

SECTION 17.0

COMPATIBILITY WITH MBTA BUSES

17.1 Rehabilitated or new brake shoe and lining assemblies delivered by the contractor shall be compatible with the existing MBTA Buses. This shall include, but not be limited to, the following:

-“drop in” fit up to the bus. This shall be the same as an OEM item

-the installation method for the rehabilitated assembly shall be the identical to the method utilized for the OEM part

17.2 The MBTA shall not be required to modify any of its’ Buses so that rehabilitated or new brake shoe and lining assemblies can be utilized.

SECTION 18.0

DISPOSAL OF WASTE AND DEBRIS

18.1 The contractor shall dispose of all waste and debris in accordance with all applicable regulations.

18.2 The contractor shall be responsible for the following:

- becoming familiar with the waste and debris on used MBTA Transit Bus

Brake Shoe and Lining Assemblies. If necessary, the contractor can arrange to inspect sample used assemblies by telephoning the Superintendent of Engineering at 617-222-5132.

- determining removal, handling and disposal requirements for the waste and debris

- proper disposal of all waste and debris. These shall include, but not be limited to, linings, bushings, hardware, grease, oil, paint, rust, dirt, etc.

- identifying, providing and preparing all applicable permits, certificates, manifests, restriction forms and any other forms required by the Federal, State and local laws and regulations to safely handle, transport and properly dispose of all waste and debris.

18.3 All labor, material and other costs for compliance with this Section shall be included in the bid. There shall be no additional charge to the MBTA for any of these costs.

SECTION 19.0

PICK UPS AND DELIVERIES

19.1 It is critical that the contractor have the materials and manpower to pick up the brake shoe and lining assemblies, complete the work specified and deliver the rehabilitated brake shoe and lining assemblies to the MBTA within five (5) working days. The contractor shall provide a written statement on compliance with this requirement with their bid.

19.2 The MBTA brake shoes that are picked up by the successful bidder, as part of used brake

19.3 It is critical that the contractor have the materials and manpower to build new brake shoe and lining assemblies and deliver the new brake shoe and lining assemblies to the MBTA within twenty (20) working days. The contractor shall provide a written statement on compliance with this requirement with their bid.

19.4 Currently, security gates are being installed at the entrances and exits of all garages.

After becoming operational, contractor vehicles and personnel shall be required to review and follow security procedures to enter and exit MBTA facilities. If required, the contractor shall provide items needed to produce MBTA contractor IDs for their employees to the MBTA. These shall include, not be limited to, employee pictures and information. There shall be no additional cost to the MBTA.

19.5 Prior to making a pick up or delivery, the contractor shall check in with the foreperson at the garage to notify them that a pick up or delivery is being made and make arrangements to obtain access to the designated area. It is the responsibility of the contractor to determine that it is safe to proceed with a pick up or delivery and ensure that any MBTA Vehicle, which would present a hazard to them, is not being operated in the pick up or delivery area.

19.6 The contractor shall make multiple pick ups and deliveries of brake shoe and lining assemblies. These shall be made as called for by the MBTA Garage Foreperson. The contractor shall obtain the signature of the MBTA Garage Foreperson on pick up and delivery tickets furnish a copy of this ticket to the MBTA Garage Foreperson. Delivery slips shall indicate the type and the number of rehabilitated assemblies and unfinished brake shoes. Pick ups and deliveries shall be made at:

Cabot Bus Garage Quincy Garage 275 Dorchester Avenue 954 Hancock Street South Boston, MA Quincy, MA

Fellsway Garage Charlestown Bus Garage 447 Salem Street 21 Arlington Avenue Medford, MA Charlestown, MA

Lynn Garage Albany Street Garage 985 Western Avenue 421 Albany Street Lynn, MA Boston, MA

Arborway Garage Everett Main Repair 3350 Washington Street 80 Broadway Jamaica Plain, MA Everett, MA

Southampton Garage North Cambridge

238 Southampton Street 2375 Massachusetts Avenue Boston, MA Cambridge, MA

19.7 The used brake shoe and lining assemblies will be put into wire mesh pallets and/or wooden boxes by the MBTA. The contractor shall be responsible for pick up of assemblies in wire mesh pallets and/or wooden boxes.

Wire Mesh Pallet – Used Brake Shoe and Lining Assemblies

Wooden Box – Used Brake Shoe and Lining Assemblies

19.8 The contractor shall inspect each pallet and/or box to determine if they can provide for damage free handling and shipping. In addition, the contractor shall inspect the pallets and/or boxes to ensure that no spillage and/or leakage of dirt, debris, etc. will occur and brake shoes shall be adequately protected during shipment and handling. If required, the contractor shall re-package used brake shoe and lining assemblies. There shall be no additional cost to the MBTA for re-packaging.

19.9 During pickup, shipment and delivery, the contractor shall take all necessary precautions required by the OEMs of the linings for dust control. Therefore, if required, the contractor shall re-package used brake shoe and lining assemblies when picked up and furnish and install the required packaging for rehabilitated or new brake shoe and linings assemblies to be delivered. There shall be no additional cost to the MBTA for this.

19.10 The quantity of brake shoe and lining assemblies that the contractor shall pick up and deliver will be determined by the MBTA on an as needed basis. This number will vary.

The minimum number of assemblies to be picked up from and delivered to the MBTA shall be forty-eight (48).

Side View – Four Layers of Rehabilitated Brake Shoe and Lining Assemblies on Pallet

19.15 Unusable or unpainted brake shoes that are delivered to the MBTA shall be separated from finished brake shoe and lining assemblies by putting them in separate wire mesh pallets and/or boxes.

19.16 If at any time during the contract, the contractor fails to comply with the specified time limits for return of the brake shoe and lining assemblies, the MBTA shall have the right to cancel the contract.

19.17 The contractor shall assume responsibility for all Brake Shoe and Lining Assemblies while off MBTA Property when in transit and during the inspection and cleaning processes. The contractor shall notify the MBTA if any shoe or assembly is lost or damaged as soon as possible. In addition, the contractor shall furnish and deliver a replacement within ten (10) working days.

19.18 The contractor shall submit an invoice* having the cost for the number and type of rehabilitated brake shoe and lining assemblies, unfinished brake shoes and if applicable, new brake shoe and lining assemblies delivered with each shipment. The MBTA shall pay for items only after they have been delivered. The MBTA shall have up to thirty (30) days to process payment for all invoices.

*Copies of pickup and delivery slips, (proof of delivery), shall be attached to all invoices. These shall indicate item descriptions, delivery dates, delivery location, etc. The MBTA may refuse to pay invoices that are not accompanied by properly completed delivery slips and signed by an MBTA foreperson.

SECTION 20.0

CONTRACT QUANTITY

20.1 The total number of shoe and lining assemblies to be processed by the contractor shall be

6,500. It is anticipated that this will occur during a period of twelve (12) months.

However, the actual length of time for this to occur may vary from this.

20.2 It is estimated that 500 of the total shoes processed will not be usable. These shoes are not to be painted by the contractor. A separate price for the unusable shoes shall be provided by the contractor.

20.3 Also, it is estimated that an additional 500 new brake shoes and lining assemblies will be required. The procedure used to put together new brake shoe and lining assemblies shall be the same as the procedure used to put together rehabilitated used brake shoe and lining assemblies, except that rehabilitation is not required for the new brake shoe. A separate price for the new shoe and lining assemblies shall be provided by the contractor.

20.4 The contractor shall provide pricing with their bid as follows:

Assembly Descripton Estimated Quantity* Unit Price Total Price

Basis of Award = Total Contract Cost

*Actual annual usage will vary from these estimates. The Authority reserves the right to order only the number of rehabilitated or new brake shoe and lining assemblies required during the contract period.

20.5 Payment shall be made on a monthly basis. An invoice for the shoe and lining assemblies that were picked up or and delivered during a particular month shall be sent to the following address:

Manager of Production and Materials Control MBTA, Bus Operations 21 Arlington Avenue, Bldg. # 6 Charlestown, MA 02129

The MBTA shall have thirty (30) days to process payment for these shoes after receipt of the invoice.

SECTION 21.0

TECHNICAL SUPPORT

21.1 The successful bidder must furnish the Authority with competent technical assistance pertaining to rehabilitated or new brake shoe and lining assembly problems either directly or indirectly connected with the use of the assemblies. The bidder shall report whether this engineering service is to be supplied through his /her company personnel and facilities or is to be supplied through contractual agreement by another source. The Authority reserves the right to determine whether or not such engineering service is sufficiently adequate and qualified to meet the Authority's needs for the term of the contract. There shall be no additional cost to the MBTA for this service.

21.2 The contractor shall provide technical support by telephone and e-mail during the time rehabilitated or new brake shoe and lining assemblies are being delivered to the MBTA and for six months after the last assembly is delivered.

21.3 The contractor shall respond as quickly as possible to questions from the MBTA. For those questions that are not answered immediately, the contractor shall diligently pursue obtaining an answer and it shall be provided to the MBTA within twenty-four (24) hours.

SECTION 22.0

OPTION SHOE AND LINING ASSEMBLIES

22.1 The MBTA may elect to have an additional 6,500 shoe and lining assemblies cleaned, disassembled, inspected and rehabilitated at the same prices, terms and conditions set forth in Specification 14 - 005.

22.2 Also, the MBTA may elect to have an additional 500 new brake shoes and lining assemblies built at the same prices, terms and conditions set forth in Specification 14 - 005.

22.3 It is anticipated that this will occur during a period of twelve (12) months. However, the actual length of time for this to occur may vary from this.

22.4 The MBTA reserves the right to exercise this option within a one (1) year period from the date that the purchase order for the base number of shoe and lining assemblies is issued.

ATT…